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CSR - Customer Service Representative

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PURPOSE AND PERFORMANCE GOALS

Provides a variety of customer account transactions, as well as customer services such as sales of money orders and cashier’s checks.

Considered a solutions specialist with a focus on sales development and relationship building, through the promotion of deposits, loans, fee-based services and the retention of customers. Responsible for selling a full range of banking products and services to existing and prospective customers, while providing specialized customer care.

ESSENTIAL DUTIES AND RESPONSIBILITIES

  • Is responsible for accurate, prompt and efficient customer transactions.
  • Receives checks and cash for deposits to accounts, verifies amounts, and examines checks for proper endorsement.
  • Assists in the bank-by-mail function and night deposit envelopes.
  • Issues money orders, cashier checks.
  • Balances cash drawer throughout their shift and compares totaled amount to computer generated proof sheet.
  • Ensures that the teller station is properly stocked with forms, supplies, etc.
  • Places holds on accounts for uncollected funds according to the procedures.
  • Identifies, promotes, and explains products and services then be able to actively refer to the appropriate financial institution specialist.
  • Reports any discrepancies as well as malfunctions of teller terminal and other equipment used at the teller station to supervisor as necessary.
  • Cashes checks and processes withdrawals, pays out money after verifications of signatures and customer balances, in accordance with financial institution’s procedures.
  • Prepares and maintains account paperwork, including signature cards, check orders, transfers, and service charges, etc.
  • Completes any and all ongoing training in products, services, and procedures.

ADDITIONAL DUTIES AND RESPONSIBILITIES

  • Helps answer phones.
  • Assists with scanning documents for deposit and loan operations.
  • Assists customers to the Safe Deposit Vault area.
  • Demonstrates and reinforces Corporate Culture standards.

QUALIFICATIONS

  • Knowledge and use of Microsoft Office computer applications: Word, Excel, and Powerpoint.
  • Good interpersonal communication and organizational skills.
  • Ability to operate standard office equipment such as phones and computers.

EDUCATION AND/OR EXPERIENCE

  • High school diploma or equivalent
  • Successful completion of in-house training program.
  • Preferred 1-2 years of experience in related field.

PHYSICAL DEMANDS

Must be able to remain in a stationary position 50% of the time. The person in this position needs to occasionally move about inside the office to access file cabinets, office machinery, etc. Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer. Occasionally positions self to maintain computers, including under desks.

HOURS

Must be able to work approximately 10 to 29 hours/week, and should ideally have open availability 7:45 am – 5:00 pm, Monday through Friday, as well as Saturday mornings, 7:45 am – 12:00 pm, on an as needed basis.

WORK ENVIRONMENT

This position requires time spent working mainly in the Lena, Freeport, and Stockton branch locations, and other branch locations as needed. The worker is not substantially exposed to adverse environmental conditions.

Job Type: Part-time

Pay: $16.25 - $18.00 per hour

Expected hours: No more than 29 per week

Benefits:

  • 401(k)
  • 401(k) matching
  • On-the-job training
  • Professional development assistance

Work Location: In person

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